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限制客户数据视图

全球化或产品种类繁多的服务组织必须将其客户服务外包给分销合作伙伴或呼叫中心。在这种情况下,客户数据的安全性非常重要,只有提供服务的适当第三方才能访问客户信息。

This feature add-on makes this kind of defined access possible by assigning customer IDs to partner IDs. It enhances and improves the customer information center of the standard OTRS version and specifies whose customer data can be accessed by all agents. When customer data is retrieved from any LDAP back end or the local database, the feature add-on checks for a partner ID in the agent’s user data which must origin from an LDAP agent back end; then, only returns those customer users whose customer IDs are assigned to the agent’s partner ID. Therefore, agents of a partner ID can only see customer data of belonging to the assigned customer ID. If there is no customer ID assigned to a partner ID, the agents are not allowed to see any customer data. If no partner ID has been created, all agents can see all customer data.

安装本软件包后的第一个配置步骤是配置LDAP服务器连接,并借助图形界面将合作伙伴ID映射到客户ID。这些连接的管理也可以在单独的仪表板中管理。

优点
  • 特定的访问权限分配允许保护您的客户数据。
  • 简化与子公司、分包商和合作伙伴的合作。
目标组
  • 国际化的公司
  • 呼叫中心
  • 提供多种产品的公司
可在服务包中找到
  • SILVER, GOLD, TITANIUM, PLATINUM
OTRS软件包管理器中的软件包名称
  • OTRSRestrictCustomerDataView

注解

与以下功能插件不兼容: